HFM

Hartford Financial Management Portfolio holdings

AUM $378M
1-Year Est. Return 16.92%
This Quarter Est. Return
1 Year Est. Return
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$392M
AUM Growth
-$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$1.32M
3
+$632K
4
JMUB icon
JPMorgan Municipal ETF
JMUB
+$214K
5
TSM icon
TSMC
TSM
+$192K

Top Sells

1
+$1.46M
2
+$476K
3
+$210K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$185K
5
META icon
Meta Platforms (Facebook)
META
+$112K

Sector Composition

1 Industrials 16.04%
2 Technology 15.32%
3 Healthcare 10.27%
4 Consumer Staples 9.19%
5 Energy 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.7M 0.43%
17,600
77
$1.68M 0.43%
8,774
-28
78
$1.66M 0.42%
33,148
-665
79
$1.63M 0.42%
18,470
-69
80
$1.59M 0.41%
14,376
-206
81
$1.58M 0.4%
6,937
+114
82
$1.49M 0.38%
7,168
-124
83
$1.48M 0.38%
7,403
+171
84
$1.48M 0.38%
53,966
-2,283
85
$1.44M 0.37%
16,175
+135
86
$1.4M 0.36%
12,097
+122
87
$1.39M 0.35%
9,886
-61
88
$1.36M 0.35%
9,011
+2
89
$1.35M 0.34%
30,452
-449
90
$1.32M 0.34%
9,340
+35
91
$1.32M 0.34%
+28,849
92
$1.3M 0.33%
23,600
-135
93
$1.29M 0.33%
24,873
+138
94
$1.29M 0.33%
26,568
+4,420
95
$1.25M 0.32%
35,298
-1,913
96
$1.21M 0.31%
18,354
+354
97
$1.2M 0.31%
14,390
+210
98
$1.17M 0.3%
4,073
99
$1.16M 0.3%
25,536
-394
100
$1.15M 0.29%
4,381
-12
2 3
4
5 6